Annuities Representative (New Business) is responsible for the annuities application process. Assists applicants and checks forms for completeness and accuracy. Being an Annuities Representative (New Business) ensures compliance with all regulations and keeps abreast of any changes to laws and regulations which pertain to annuities applications. Reviews all fund transfers such as tax-free fund transfers, direct transfers and direct rollovers for completeness and compliance. Additionally, Annuities Representative (New Business) is responsible for responding to inquiries from clients, agents, financial institutions and internal departments. May require a bachelor's degree or its equivalent. Typically reports to a supervisor or manager. Requires National Association of Securities Dealers (NASD) license. The Annuities Representative (New Business) works on projects/matters of limited complexity in a support role. Work is closely managed. To be an Annuities Representative (New Business) typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)
Pacific Guardian Life is seeking a highly qualified and results driven individual to fill a New Business Administrative Specialist position in our Honolulu office.
The purpose of this position is to provide administrative assistance to the New Business Department. The New Business Administrative Specialist will interact primarily with office staff and transfer companies to get new policies funded and ready for settlement. This position will track the progress of intercompany fund transfers and assist in resolving issues and provides exemplary service to agents, and other employees.
The New Business Administrative Specialist will be available in the calling queue to answer questions regarding New Business applications and may be asked to assist with basic Customer Service inquiries. The position will also be handling the incoming mail and the proper processing of incoming checks.
MINIMUM QUALIFICATIONS:
Salary: $19 – $20/hour
Resumes may be submitted to:
Pacific Guardian Life
Attn: Human Resources
1440 Kapiolani Blvd., Suite 1700
Honolulu, HI 96814
E-mail: careers@pacificguardian.com
Fax: (808) 942-1280
For more information, please feel free to contact a member of our Human Resources department at (808) 955-2236.
We offer competitive compensation and benefits packages.
No relocation assistance provided.
Job Type: Full-time
Pay: $19.00 - $20.00 per hour
Expected hours: 40 per week
Benefits:
Schedule:
Work Location: In person